Filings through .
4 of 18 flags tripped on the 2024 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$21K in admin expenses, $7075 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds hold $320K of the plan's $320K. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $117K | 36.6% |
| Invesco Equity AND Income Fund Class R6 Invesco · Mutual fund | $41K | 12.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $39K | 12.1% |
| T. Rowe Price Science & Technology Fund, Inc. T. Rowe Price Science & Technology Fund-I Class T. Rowe Price · Mutual fund | $29K | 9.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $28K | 8.7% |
| Neuberger Genesis Fund Class R6 Neuberger Berman · Mutual fund | $22K | 6.8% |
| Fidelity Advisor Health Care Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $18K | 5.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $13K | 4.0% |
| Fidelity Advisor Stable Value Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $8K | 2.6% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $3K | 1.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 Advisory (Participants) | $15,614 |
Service code 60 · EIN 04-2647786 Sub-TA Fees | $5,611 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2024 filing.
Filed December 20, 2000.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
10 filings · 2015 to 2024